# Hallmark Home Mortgage 401(k) Plan
Source: https://planprovider.pro/companies/hallmark-home-mortgage-401k-plan

> Hallmark Home Mortgage's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hallmark Home Mortgage

- **Sponsor EIN:** 208549934

- **Sponsor Address:** 7421 COLDWATER ROAD, FORT WAYNE, IN, 46825

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $16.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|179|$16.7M|$219,187|$1.3M|

| 2023|185|$14.5M|$199,261|$1.3M|

| 2022|223|$12.1M|$198,440|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HAINES, ISENBARGER & SKIBA, LLC|Auditor|$10,000|—|$10,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HAINES, ISENBARGER & SKIBA, LLC](https://planprovider.pro/provider/haines-isenbarger-and-skiba-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,000

- **Estimated Expense Ratio:** 0.060% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$101,258|$83,757|—|$10,000|—|

| 2023|$96,677|$78,406|—|—|—|

| 2022|$88,693|$46,293|$29,849|—|$9,901|

## Similar Plans

- [Approved Mortgage Corporation](https://planprovider.pro/companies/approved-mortgage-corporation-401k-plan) — 110 participants

- [Royal United Mortgage, LLC](https://planprovider.pro/companies/royal-united-mortgage-llc-401k-plan) — 277 participants

- [Gvc Mortgage INC.](https://planprovider.pro/companies/gvc-mortgage-inc-401k-plan) — 282 participants

- [Ruoff Mortgage Company, INC.](https://planprovider.pro/companies/ruoff-mortgage-company-inc-401k-plan) — 614 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-home-mortgage-401k-plan)

© 2026 PlanProvider.Pro